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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,051 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,366 | $75,962-53.4% | $154,108-77.1% | $64,173-44.9% |
| Participation rate | 94.5% | 70.4%+24.1pp | 83.0%+11.5pp | 69.6%+25.0pp |
| Annual return | -4.79% | 30.32%-35.1pp | 735.21%-740.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,117 | $3,350-36.8% | $5,298-60.0% | $2,381-11.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $39 | $5,589-99.3% | $13,411-99.7% | $4,887-99.2% |